Manager / Controller - Client Accounting Advisory Services

A CPA firm located in New York City is actively seeking an experienced and hardworking professional to join their staff as their new Manager / Controller of Client Accounting Advisory Services. In this role, the Manager / Controller of Client Accounting Advisory Services will provide controllership and financial reporting services to clients.


The Manager / Controller of Client Accounting Advisory Services will:

  • Manage the process of onboarding new clients
  • Manage, supervise, and motivate a team of multiple staff, seniors, and supervisor-level accountants
  • Identify client issues and manage day-to-day client relationships
  • Support and train staff, seniors, and supervisors in the performance of their daily responsibilities
  • Assist in developing and rendering relevant training sessions to CAS staff
  • Supervise the month-end close process for clients
  • Review and evaluate the monthly financial statements and monthly reporting packages prepared by CAS staff
  • Maintain ongoing communications with CAS clients and participate in monthly/interim conference calls with CAS clients concerning the results of their operations and financial condition
  • Communicate with Directors on the status of key client accounting and reporting matters
  • Provide client management with value added financial analysis and ongoing process feedback
  • Develop recommendations to improve efficiencies, reduce costs and increase profitability for clients
  • Provide superior and proactive professional services for clients
  • Recommend policies and procedures as they relate to improving client service
  • Bachelor's degree
  • 5+ years of public or private experience with supervisory experience
  • Strong experience with QuickBooks,, Expensify, and other accounting software packages
  • Ability to multitask and set daily, weekly, and monthly priorities
  • Demonstrated problem-solving and critical thinking skills
  • Ability to work independently and manage multiple clients/responsibilities in a fast-paced environment
  • Excellent written and verbal communication skills
Desired skills
  • Exposure to consumer products and real estate industries 
  • CPA certification or progress towards certification
Full time
New York, NY 10001, US
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